RFC
SCHV

Regions Financial Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Regions Financial Corp’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-360
Closed -$7K – 1555
2019
Q1 		$7K Hold
360
– – ﹤0.01% 1617
2018
Q4 		$6K Buy
+360
New +$6.37K ﹤0.01% 1627
2018
Q1 		– Sell
-4,578
Closed -$83K – 2078
2017
Q4 		$83K Buy
+4,578
New +$81.5K ﹤0.01% 1098

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Regions Financial Corp's SCHV Position: Q2 2019 in Review

Regions Financial Corp sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 360 shares — an estimated $7K sold.

Regions Financial Corp first reported a position in SCHV in Q4 2017 and held it in 3 quarters. The position peaked at $83K in Q4 2017. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

  • Regions Financial Corp reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Regions Financial Corp sold 360 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $7K.
  • Regions Financial Corp first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • Regions Financial Corp's Schwab US Large-Cap Value ETF position peaked at $83K in Q4 2017.
  • 416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.